Peter Imhof
Vice President & Portfolio Manager at AGF Investments Inc
Member since: Jan '08 · 903 Opinions
Rating Card
Premium content| All | 
Rating
| 
Big Win
| 
Win
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Neutral
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Loss
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Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 3.33 | 73 29.92% | 41 16.80% | 30 12.30% | 39 15.98% | 61 25.00% | ||
| 1 Month | 3.56 | 7 14.00% | 14 28.00% | 17 34.00% | 12 24.00% | 0 0.00% | |
| 6 Months | 3.57 | 12 24.00% | 13 26.00% | 4 8.00% | 11 22.00% | 10 20.00% | |
| 12 Months | 3.57 | 14 28.57% | 10 20.41% | 3 6.12% | 7 14.29% | 15 30.61% | |
| 2 Years | 2.31 | 17 34.69% | 3 6.12% | 3 6.12% | 5 10.20% | 21 42.86% | |
| 5 Years | 3.62 | 23 50.00% | 1 2.17% | 3 6.52% | 4 8.70% | 15 32.61% |
Stock Opinions by Peter Imhof
COMMENT
Market Outlook Caronavirus is creating short term moves down, including today. This is creating some really good buys, with some stocks down 10-15% -- especially energies and small caps. Averaging in should be a good strategy. The WHO announced a health emergency yesterday afternoon and stocks rallied into the close as it was the believe that China is going to be able to contain it.
HOLD
A long term holding for him. Now is not the time sell. The oil patch has struggled as a whole. They have the flexibility to stop drilling when economics are poor. The stock is cheap here and they have had good drill results recently. At this small market cap (under $100 million) it is not getting any attention. He will look for management to start buying in if the stock drops in value.
0
PARTIAL BUY
Good exposure to aerospace and the owns it. He would not be selling here. Not a ton of growth and there are some headwinds in the market right now. Murray Edwards owns about 75% of this. The multiples are so low, he would not shy away from buying it at these prices.
transportation equip & components
BUY ON WEAKNESS
BUY ON WEAKNESS
PAST TOP PICK
(A Top Pick Jan 23/19, Up 15%) It has under performed other REITs and should continue to do well. They are warehouse logistics experts and benefit from Amazon's growth. He thinks the issuance of paper recently has held the share price down. They are expected to be added to the Index soon and this should bolster some additional buying.
0
PAST TOP PICK
(A Top Pick Jan 23/19, Up 10%) A small robotics company. It has signed some new deals and recently with a European company for underwater mapping. They provide technology to map the sea floor for sunken vessels and other applications. It has taken time, but it is coming into play. Only one analyst cover it. He thinks the next couple of quarters will wake up investors.
Technology
COMMENT
LNR vs MG vs MRE? The auto parts sector has had headwinds. He would stick with MG-T as they pay the highest dividend. He would have thought LNR-T would have been more defensive, but an acquistion in the agricultural space has proved to be a failed attempt to diversify. All three look very cheap. He does own MG-T.
transportation equip & components
COMMENT
LNR vs MG vs MRE? The auto parts sector has had headwinds. He would stick with MG-T as they pay the highest dividend. He would have thought LNR-T would have been more defensive, but an acquistion in the agricultural space has proved to be a failed attempt to diversify. All three look very cheap. He does own MG-T.
Automotive
COMMENT
LNR vs MG vs MRE? The auto parts sector has had headwinds. He would stick with MG-T as they pay the highest dividend. He would have thought LNR-T would have been more defensive, but an acquistion in the agricultural space has proved to be a failed attempt to diversify. All three look very cheap. He does own MG-T.
metal fabricators
